Heritage Wealth Management, Inc. /Ca/ Vanguard Transaction History

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Vanguard stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 119,203 shares of VGSH stock, worth $7 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

119,203

Previous 118,125 0.91%

Holding current value

$7 Million

Previous $6.94 Billion 1.03%

% of portfolio

4.7%

Previous 4.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$58.43 - $58.88 $62,987 - $63,472	1,078 Added 0.91%	119,203 $7.02 Billion
Q2 2025 Jul 28, 2025	BUY	$58.32 - $58.95 $805,457 - $814,158	13,811 Added 13.24%	118,125 $6.94 Billion
Q1 2025 Apr 30, 2025	SELL	$58.07 - $58.69 $199,818 - $201,952	-3,441 Reduced 3.19%	104,314 $6.12 Billion
Q4 2024 Feb 11, 2025	BUY	$58.02 - $58.88 $274,898 - $278,973	4,738 Added 4.6%	107,755 $6.27 Billion
Q3 2024 Oct 18, 2024	BUY	$57.74 - $59.13 $34,239 - $35,064	593 Added 0.58%	103,017 $6.08 Billion

Q2 2024 Jul 25, 2024	BUY	$57.55 - $58.0 $511,159 - $515,156	8,882 Added 9.5%	102,424 $5.94 Billion
Q1 2024 May 06, 2024	BUY	$57.88 - $58.54 $105,457 - $106,659	1,822 Added 1.99%	93,542 $5.43 Billion
Q4 2023 Feb 14, 2024	BUY	$57.34 - $58.41 $5.26 Million - $5.36 Million	91,720 New	91,720 $5.35 Billion

Others Institutions Holding VGSH

# of Institutions

1,062

Shares Held

268M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Heritage Wealth Management, Inc. /Ca/ Vanguard Transaction History